Financial Life Planning

An equally balanced life/money plan.

First: Create the future you want by identifying the things you want to have and do.

Second: Discover what it will take financially to achieve your wants.

We’ll experiment with values-based lifestyle trade-offs, and different financial strategies and tactics.

 Link to my vision of life

(If you’d like to explore on your own)

Financial Planning

The focus is how to be more efficient with your money.

This is the plan you need when faced with a transition and/or  complex questions, such as:

  • Career change
  • Pre and post retirement
  • Sale of a business
  • Buying or selling a building
  • Tax planning
  • Income planning

Corporate and Trust Planning

Integrates your corporate and personal planning to answer questions like:

Dividends or Salary


Dealing with capital gains

A visual model simplifying the complexities of corporate tax strategies and their implications on you and your family’s future.

Pre and Post Retirement Assessment 

Often the starting point

A quick financial assessment designed to answer simple financial questions.

This is the typical plan that answers the question:

Do I have enough

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